The Incomplete contracts view and the Contracts without location folder help you find signed contracts that still require action, whether they were stored from Tomorro, by email or bulk imported.
While the contract type or fields are missing, the contract tracker shows Signed contract to complete.
Incomplete contracts
The Incomplete contracts view gathers all the signed contracts of your repository with at least one mandatory field missing. This page does not offer an Excel export.
A contract appears in this view if any of the following is missing:
no contract type has been selected
no counterparty is set
mandatory fields from the contract type are missing
mandatory fields from the archiving form are missing
a data point extracted by Oro is awaiting validation
A red dot appears in the Summary tab and in related actions to indicate that a contract needs to be completed. On each affected contract, a counter shows the number of missing fields.
You can filter contracts by counterparty, creator, status, or date to better organise your work.
Missing fields are recalculated automatically when the associated contract type is modified (adding or removing a required field, changing default values, dynamic naming, file requirements, or member/group conditions).
Right after a contract is created, the counterparty may be temporarily missing: the contract leaves the view as soon as it is filled in, if nothing else is missing.
Contracts without location
A contract will be placed in the Contracts without location folder if:
no archiving rule is defined
no contract type has been selected
it has been drag-and-dropped at the root of the repository
These contracts are only visible to:
participants
administrators
The folder updates automatically as soon as an archiving rule is applied.
Complete a contract
Open the contract from the Incomplete contracts view, then complete the contract type and mandatory fields from the summary sheet. The details are described in Store a signed document, step 2️⃣.
Frequently asked questions
Oro did not fill in the fields of my bulk imported contracts: why?
After a bulk import, Oro does not run automatically on the created contracts. From the Incomplete contracts view, click Extract data to start the extraction. See Oro - Data analysis & extraction.